Business Plan Consulting  
   

 

We Develope Investor Ready Business Plans

CFO Capital Partners work with both startups and established companies to write and develop business plans to both document business strategy and to raise capital.

   Capital Formation - CFO Capital Partners assists companies in identifying and raising capital, in introducing quality companies to both accredited Angel Investors and Venture Capitalists.

     Strategy - CFO Capital Partners works with companies at all stages of development, to aggressively execute business development, sales and marketing, and distribution agreements. CFO Capital Partners completes numerous business plans that are professionally written and Investor-Ready, and completed within 3-6 weeks.

  • Our fees are very affordable and include access to Venture Capital and Angel Investors. CFO Capital Partners will dramatically increase your response from investors and help you to clearly articulate your vision and competitive advantage.
  • CFO Capital Partners assists early stage companies in creating value through business plan consulting, strategic business development, and introduction to capital.
  • Assists early stage companies in creating value through business plan consulting, strategic business development, and introduction to capital.
  • The Company has raised millions of dollars in capital on behalf of its early stage clients.
  • CFO Capital Partners has significant experience in working with entrepreneurs who share their passion for creating and financing innovative new companies, that will benefit from the opportunities created by Internet and Wireless technologies.

What type of funding do I need?

This depends on different criteria.  If your credit and collateral are decent, and your funding request is under $250,000 your best bet will be the SBA and local bank business loans.  You may also be able to take advantage of Government   and Private Grants.

 

If you are dealing in an amount over $250,000 you will have to work with Angel Investors, Venture Capital Firms, and possibly have to handle multiple small individual investments. 

 

Funding needs are not all equal

The documentation you require will differ based on your needs.  Refer to the chart below to determine which service will best suite your needs. 

 

Business Plan

Private Placement Memorandum

Bank Loan/SBA Loan

YES

NO

Venture Capital Firms

YES (Level III Only)

YES

Angel Investors

YES

YES

Govt/Private Grants

YES

NO

Multiple Individual Investors

NO

YES

 

Private Placement Memorandum (Regulation D 504/506 Offering) – Fee Based                     (please call for additional information)

A PPM is used to raise funds through the direct sales of stock.  Many new business owners believe or are led to believe that a Business Plan is all that they require, however savvy owners realize that a PPM will be needed to secure multiple investors.  The 504 offering is best for amounts under $1,000,000 and the 506 offering for amounts over $1,000,000.  For a detailed description of Private Placement Memorandums, view our FAQ section. 

Free Business Plan Outline Download:

  • Down-load outline to write a business plan  Download File

 

Private Placement Memorandum (Regulation D 504/506 Offering) - A PPM is used to raise funds through the direct sales of stock.  Many new business owners believe or are led to believe that a Business Plan is all that they require, however savvy owners realize that a PPM will be needed to secure multiple investors.  The 504 offering is best for amounts under $1,000,000 and the 506 offering for amounts over $1,000,000.  For a detailed description of Private Placement Memorandums, view our FAQ section.   

 

Our Business Plans come in three levels:

Level I:  Includes 17 pages of financials, graphs, tables, and charts.  Includes balance sheet and pro-forma sheets, includes five year projections and industry comparison.  This level is suitable for clients who are looking to simply show financial projections over the first five years, and use of funds to potential investors who they already know and have spoken with.  Most suitable for presentation to family and friends.  Level I - Price- $1,200

 

Level II:  Adds upon the inclusions of the Level I by including a minimum of 12 pages of industry analysis, product description, market analysis, and customized research data.  This level is suitable for SBA and bank loans, as well as angel investors who are interested in your product information and market analysis; this is suitable for venture capital firms in combination with a private placement memorandum.  Level II - Price - $2,200

Level III:  This level is suitable for all angel investors and venture capital firms seeking information regarding their return on investment, and investor offerings.  The level III should not be used for bank or SBA loans as it contains investment offering data including ROI and Investor Exit Strategies.  Level III - Price $5,500 

In order to begin discussions concerning a level III business plan please contact us via e-mail: Capital@CFOCapitalPartners.com

The Funding Roadmap consists of the following components that make up a series of summarized and fully integrated reports:

1 DUE DILIGENCE REPORT - FREQUENTLY ASKED QUESTIONS by investors (DDR - FAQ's)    

This is the portion of the report organized by subject matter and arranged in a question and answer format to help investors quickly index and review reported facts and the end results of calculated analyses that would be of most interest to them immediately. This information represents a condensation of pertinent facts taken from the executive summary and business plan with a page cross reference for more detail, or linked to other more extensive report forms in this integrated report system such as the Main Due Diligence report or Numerical Summaries with line number cross references with a hyperlink to the referenced report if more detail is desired.

  

2 NUMERICAL SUMMARIES

This is the portion of the report that reviews the financial and other quantifiable facts of history and projected data involving or relevant to the company including its financial statements, its industry, its regulatory environment, its marketplace, its competition and the activity of the capital marketplace for companies in similar industries and business lines in respect to the company’s prospects for public offering and buyout /acquisition / merger opportunities. The format for all of this data is laid out in horizontal linear form to allow for a comparative chronological review to see more relative detail and time-activity patterns about what happened in the past and how it all ties to the proforma data. The historical data goes 5 years back and the proforma data goes 5 years forward.   

 

3 DUE DILIGENCE REPORT

This is the portion of the report that gives a linear summary of linked data from the Main Comprehensive Report about certain due diligence facts as reported. This report

is not subject to alteration and can only be changed from the data entered in the more comprehensive Main Due Diligence Report. It covers all of the subject matters and sub-categories in the table of contents of the main due diligence report. The major subject categories are Corporate Organization, Capital Structure, Shareholder Structure, Accounting & Financial, Legal & Regulatory, Management, Employees & Advisors, Detailed Supplemental Information on Executive Officers and Presentational Documents.

 

4 DUE DILIGENCE REPORT - MAIN

This is the primary comprehensive due diligence report where most original data is to be entered and can be analyzed. It includes hyperlinks to aid in navigation between the Table of contents and the major and sub major subject headings. This report is organized by the subject headings described above in Quick Facts. There are several calculated Analyses throughout this report and some calculated links are from within the report while others are from other integrated reports.

 

Our business hours are 9am - 4pm Monday through Friday EST.  We will be closed during weekends and holidays. If you have any questions regarding: Order Status, please e-mail Support@FreeBusinessPlans.org with the heading "Order Status". Please include your name and date of order.


 

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